Managing Dashboards

Use the Dashboards tab in the Alerts and Dashboards Manager screen to add, delete, and rename dashboards and specify dashboard access. You can also use the Save and Push option to automatically add a dashboard to the Desktops of specified support representatives.

Configured roles and permissions will determine whether a support representative can create, edit, and delete a personal or shared dashboard; see Assigning Permissions for Desktop Content Functionality.

The screen lists all dashboards created and designated as Shared, as well as the personal dashboards that you have created. If you have the Edit Other Personal Dashboards or Delete Other Personal Dashboards permission, the dashboards marked as personal by other support representatives will also appear. Click the Edit icon to rename a dashboard; click the Open icon to open the dashboard in a new window for editing.

Dashboards Screen Example

Name	Enter the dashboard name. If renaming a dashboard, you’ll need to log off the Desktop and log back in to display the change.
Author	The support representative who created the dashboard.
Access	Click the Personal or Shared link to enable or disable shared access, and if shared, specify the individual support representatives and groups that can access the dashboard. The Access dialog will appear; to make the dashboard available only to specified groups, place your cursor in the Add Rep Group field and select the groups. To make the dashboard available only to selected support representatives, place your cursor in the Add Rep field and select the support representatives. If you select Save in this dialog, support representatives will be able to add the dashboard to add to their Desktops via the Add Existing dashboard menu option; if you select Save and Push, the dashboard will be automatically added to the Desktops of the specified representatives.
Usage	The number of support representatives that have added the dashboard. This number will change if you add support representatives and members of support representative groups added via the Personal or Shared link in the Access column.
Components	The number of content frames on the dashboard.